Pathward Financial, Inc.
CASH- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000907471
No open-market purchases or sales by Pathward Financial, Inc. insiders were filed in the last 90 days; 288 institutions reported holding it in 13F filings for Q2 2026, worth $1.91B in total; Chou Associates is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Pathward Financial, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 288
- +14 vs. Q1 2026
- Shares held
- 20.7M
- +46.4K (+0.2%) vs. Q1 2026
- Total value
- $1.91B
- −$19.1M (−1.0%) vs. Q1 2026
- New holders
- 38
- 110 more added
- Sold out
- 24
- 95 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CASH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 288 | $1.91B |
| Q1 2026 | 278 | $1.93B |
| Q4 2025 | 265 | $1.57B |
| Q3 2025 | 266 | $1.74B |
| Q2 2025 | 275 | $1.80B |
| Q1 2025 | 254 | $1.63B |
| Q4 2024 | 249 | $1.74B |
| Q3 2024 | 255 | $1.60B |
| Q2 2024 | 229 | $1.37B |
| Q1 2024 | 232 | $1.26B |
| Q4 2023 | 221 | $1.38B |
| Q3 2023 | 209 | $1.13B |
| Q2 2023 | 195 | $1.09B |
| Q1 2023 | 194 | $1.08B |
| Q4 2022 | 182 | $1.05B |
| Q3 2022 | 187 | $896.2M |
| Q2 2022 | 196 | $1.02B |
| Q1 2022 | 205 | $1.40B |
| Q4 2021 | 202 | $1.57B |
| Q3 2021 | 198 | $1.35B |
| Q2 2021 | 185 | $1.30B |
| Q1 2021 | 163 | $1.13B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| USAdvisors Wealth Management, LLC | 706 | $398.0K | 0.11% | +217+44.4% | Added |
| Susquehanna International Group, LLP | 4,781 | $416.2K | 0.00% | −23,038−82.8% | Reduced |
| Axq Capital, LP | 4,846 | $421.9K | 0.05% | +2,297+90.1% | Added |
| Oregon Public Employees Retirement Fund | 4,857 | $422.9K | 0.00% | −100−2.0% | Reduced |
| Brinker Capital Investments, LLC | 4,975 | $433.1K | 0.00% | +124+2.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,006 | $435.8K | 0.00% | −376−7.0% | Reduced |
| OP Asset Management Ltd | 5,191 | $451.9K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 5,198 | $452.5K | 0.00% | −495−8.7% | Reduced |
| Truist Financial Corp | 5,431 | $472.8K | 0.00% | +594+12.3% | Added |
| Alps Advisors Inc | 5,505 | $479.3K | 0.00% | +75+1.4% | Added |
| Gsa Capital Partners LLP | 5,548 | $483.0K | 0.03% | +5,548 | New |
| Amalgamated Bank | 5,684 | $495.0K | 0.00% | −616−9.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,679 | $495.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 5,709 | $497.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 5,718 | $497.8K | 0.01% | −157−2.7% | Reduced |
| First Citizens Bank & Trust Co | 5,932 | $516.4K | 0.01% | +68+1.2% | Added |
| Royal Bank of Canada | 5,979 | $519.0K | 0.00% | −18,369−75.4% | Reduced |
| Occudo Quantitative Strategies LP | 5,975 | $520.2K | 0.03% | +1,164+24.2% | Added |
| Arizona State Retirement System | 6,005 | $522.8K | 0.00% | −85−1.4% | Reduced |
| DRW Securities, LLC | 6,043 | $526.1K | 0.03% | +6,043 | New |
| Envestnet Portfolio Solutions, Inc. | 6,052 | $526.9K | 0.00% | +207+3.5% | Added |
| Handelsbanken Fonder AB | 6,200 | $540.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,232 | $542.6K | 0.00% | −595−8.7% | Reduced |
| Victory Capital Management Inc | 6,342 | $552.1K | 0.00% | +193+3.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,368 | $554.4K | 0.00% | +547+9.4% | Added |
| Amundi | 6,419 | $558.8K | 0.00% | −122−1.9% | Reduced |
| Entropy Technologies, LP | 6,432 | $560.0K | 0.02% | −1,191−15.6% | Reduced |
| Concurrent Investment Advisors, LLC | 6,588 | $573.5K | 0.00% | +203+3.2% | Added |
| State of Tennessee, Treasury Department | 6,859 | $597.1K | 0.00% | −3,482−33.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,869 | $598.0K | 0.00% | +4,103+148.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,013 | $610.8K | 0.00% | +82+1.2% | Added |
| Capstone Investment Advisors, LLC | 7,093 | $617.5K | 0.00% | +4,649+190.2% | Added |
| Atria Investments LLC | 7,240 | $630.4K | 0.01% | −1,694−19.0% | Reduced |
| Quadrature Capital Ltd | 7,346 | $639.5K | 0.01% | +7,346 | New |
| State Board of Administration of Florida Retirement System | 7,613 | $662.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 7,767 | $676.2K | 0.00% | −467−5.7% | Reduced |
| Guggenheim Capital LLC | 7,819 | $680.7K | 0.00% | +4,618+144.3% | Added |
| KLP Kapitalforvaltning AS | 8,000 | $696.8K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,019 | $698.1K | 0.00% | +2,227+38.4% | Added |
| Sheets Smith Wealth Management | 8,180 | $712.1K | 0.07% | +161+2.0% | Added |
| Mirabella Financial Services LLP | 8,224 | $716.0K | 0.07% | +8,224 | New |
| Vestmark Advisory Solutions, Inc. | 8,233 | $716.8K | 0.01% | −5,300−39.2% | Reduced |
| Gator Capital Management, LLC | 8,369 | $728.6K | 0.16% | 00.0% | Unchanged |
| Jain Global LLC | 8,452 | $735.8K | 0.01% | +8,452 | New |
| HSBC Holdings PLC | 8,558 | $745.9K | 0.00% | −5,026−37.0% | Reduced |
| HRT Financial LP | 8,685 | $756.0K | 0.00% | −13,289−60.5% | Reduced |
| SummerHaven Investment Management, LLC | 9,009 | $784.3K | 0.42% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,214 | $802.2K | 0.01% | −12,866−58.3% | Reduced |
| Louisiana State Employees Retirement System | 9,300 | $809.7K | 0.01% | −400−4.1% | Reduced |
| New York State Teachers Retirement System | 9,366 | $815.0K | 0.00% | +164+1.8% | Added |
| Meeder Asset Management Inc | 9,543 | $830.8K | 0.04% | −548−5.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,846 | $857.2K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 9,885 | $860.6K | 0.00% | +500+5.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,943 | $865.6K | 0.00% | −421−4.1% | Reduced |
| Fifth Third Bancorp | 9,949 | $866.1K | 0.00% | −1,326−11.8% | Reduced |
| Renaissance Technologies LLC | 10,000 | $870.6K | 0.00% | −36,058−78.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,056 | $875.5K | 0.05% | +10,056 | New |
| Freestone Grove Partners LP | 10,445 | $909.3K | 0.01% | +10,445 | New |
| Barclays PLC | 10,597 | $922.6K | 0.00% | −5,460−34.0% | Reduced |
| Pathstone Holdings, LLC | 10,632 | $925.6K | 0.00% | −1,014−8.7% | Reduced |
| Voya Investment Management LLC | 10,680 | $929.8K | 0.00% | +1,868+21.2% | Added |
| United Capital Financial Advisers, LLC | 11,053 | $962.3K | 0.01% | −725−6.2% | Reduced |
| Illinois Municipal Retirement Fund | 11,591 | $1.01M | 0.01% | −209−1.8% | Reduced |
| Toroso Investments, LLC | 11,658 | $1.01M | 0.00% | +7,764+199.4% | Added |
| Aquatic Capital Management LLC | 11,695 | $1.02M | 0.03% | +11,695 | New |
| Diversified Trust Co | 11,838 | $1.03M | 0.02% | +379+3.3% | Added |
| AQR Capital Management LLC | 11,902 | $1.04M | 0.00% | +503+4.4% | Added |
| State of Alaska, Department of Revenue | 12,201 | $1.06M | 0.01% | −3,792−23.7% | Reduced |
| MetLife Investment Management | 12,450 | $1.08M | 0.00% | +537+4.5% | Added |
| Bokf, NA | 12,535 | $1.09M | 0.02% | +2,477+24.6% | Added |
| Los Angeles Capital Management LLC | 12,721 | $1.11M | 0.00% | −8,241−39.3% | Reduced |
| Van Hulzen Asset Management, LLC | 12,744 | $1.11M | 0.08% | −2,959−18.8% | Reduced |
| Wedge Capital Management L L P | 13,707 | $1.19M | 0.02% | +1,113+8.8% | Added |
| Thrivent Financial for Lutherans | 13,862 | $1.21M | 0.00% | −665−4.6% | Reduced |
| Cambria Investment Management, L.P. | 14,121 | $1.23M | 0.06% | +2,719+23.8% | Added |
| Vanguard Asset Management, Ltd | 15,136 | $1.32M | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,540 | $1.35M | 0.00% | +4,009+34.8% | Added |
| Jones Financial Companies LLLP | 16,250 | $1.42M | 0.00% | +7,288+81.3% | Added |
| Great West Life Assurance Co | 16,575 | $1.44M | 0.00% | −1,494−8.3% | Reduced |
| Mercer Global Advisors Inc | 16,710 | $1.45M | 0.00% | +1,360+8.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,683 | $1.54M | 0.03% | +11,892+205.4% | Added |
| Brevan Howard Capital Management LP | 17,705 | $1.54M | 0.02% | −88,162−83.3% | Reduced |
| Quantbot Technologies LP | 17,751 | $1.55M | 0.06% | −15,331−46.3% | Reduced |
| Marshall Wace, LLP | 18,788 | $1.64M | 0.00% | +11,388+153.9% | Added |
| Point72 Asset Management, L.P. | 18,980 | $1.65M | 0.00% | +18,980 | New |
| Virginia Retirement Systems Et Al | 19,149 | $1.67M | 0.01% | +5,500+40.3% | Added |
| Pacific Ridge Capital Partners, LLC | 19,516 | $1.70M | 0.31% | −224−1.1% | Reduced |
| Jupiter Topco LLC | 20,055 | $1.75M | 0.00% | +20,055 | New |
| Sippican Capital Advisors | 20,135 | $1.75M | 1.07% | −50−0.2% | Reduced |
| Rafferty Asset Management, LLC | 20,200 | $1.76M | 0.00% | −4,756−19.1% | Reduced |
| Tealwood Asset Management Inc | 20,438 | $1.78M | 0.68% | −169−0.8% | Reduced |
| Orchard Capital Managment, LLC | 21,144 | $1.84M | 2.02% | +243+1.2% | Added |
| Emerald Mutual Fund Advisers Trust | 21,450 | $1.87M | 0.07% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 21,632 | $1.88M | 0.01% | +3,863+21.7% | Added |
| Prudential Financial Inc | 21,798 | $1.90M | 0.00% | −380−1.7% | Reduced |
| Quantinno Capital Management LP | 21,822 | $1.90M | 0.00% | +9,481+76.8% | Added |
| Susquehanna Fundamental Investments, LLC | 22,053 | $1.92M | 0.04% | +6,387+40.8% | Added |
| WCM Investment Management, LLC | 23,416 | $2.02M | 0.00% | −39,047−62.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 23,474 | $2.04M | 0.01% | +10,555+81.7% | Added |
| Natixis Advisors, L.P. | 24,075 | $2.10M | 0.00% | +5,010+26.3% | Added |